Grace Chong Kim

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 09/2025
  Avantax Investment Services, Inc.
  Blue Bell, PA
• 06/2015 → 09/2025
  Avantax Advisory Services
  Blue Bell, PA
• 01/2011 → Present
  U-San Llc
  Blue Bell, PA
• 02/2010 → Present
  Global Premiere Group Llc
  Blue Bell, PA
• 06/2014 → Present
  Kim & Kim Llc
  Blue Bell, PA
• 04/2016 → 09/2025
  Avantax Insurance Agency Llc
  Blue Bell, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Blue Bell, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-06-26 → 2025-09-05
  Avantax Advisory Services
  Ambler, PA
• 2012-02-21 → 2015-07-01
  Fsc Securities Corporation
  Blue Bell, PA
  Langhorne, PA

Other Businesses

1)Global Premiere Group, LLC~'NIR'~1651 Swede Rd~Blue Bell~PA~19422~Insurance Agent~Partner/General Partner~2/1/2010~10hrs~150hrs~Conducting P & C Only 2)Kim & Kim, LLC~'NIR'~1651 Swede Rd~Blue Bell~PA~19422~Insurance Agent~Partner/General Partner~6/1/2014~30hrs~150hrs~Health Insurance ONLY. 3)Kim Grace~'NIR'~1057 Kinghorn Circle~Ambler~PA~19002~Other~Owner/Sole Proprietor~6/1/2015~140hrs~110hrs~Operational and/or Marketing Name for Avantax Services| 4)U-San, LLC~'NIR'~1651 Swede Rd~Blue Bell~PA~19422~Insurance Agent~Partner/General Partner~1/1/2011~10hrs~150hrs~Conducting Life Insurance Only

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-20
• S63 Uniform Securities Agent State Law Examination
  2000-11-06

Other Names

• Chong Yon Kim
• Grace Chong Kwon